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Verizon posts strong Q3 with subscriber growth and cost control but limited dividend growth.

Company Fundamentals
26 Oct 2026, 19:42 WIB
Seeking Alpha
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Neutral
Verizon posts strong Q3 with subscriber growth and cost control but limited dividend growth.

Verizon Communications reported solid Q3 2026 results, driven by subscriber gains, improved EBITDA margins of 40.2%, and disciplined cost management, which boosted earnings beyond revenue growth. The company secured a $2 billion AI infrastructure deal with AWS, offering incremental growth but not altering its mature market trajectory. Despite a 6.3% dividend yield and low valuation, Verizon's dividend growth lags behind inflation, and total returns have underperformed price gains. The outlook remains steady but with limited upside in a slow-growth telecom market.

Verizon's steady profit improvement story continues as the company navigates a slow-growth telecom market. On Pluang, Verizon (VZ) trades at USD 43.36, down 2.91% for the day as of Oct 26, 2026 23:51 WIB, with a dividend yield of 6.34%. Despite a market cap of $185.55 billion, the stock remains below its 52-week high of $51.45, reflecting cautious investor sentiment in a mature sector.

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